$250MM AUM | $1.9MM GDC in St Charles, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
St Charles, IL, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,900,000.00
# of Accounts
2,000
Avg Client Age
55
Overview

We are an ensemble practice on a hybrid RIA platform with an emphasis on fee-based asset management/planning relationships. We have had some past success acquiring practices and continue to be in the market looking for the right fit.

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